John Huber

Join John Huber, Managing Partner at Saber Capital Management, as he dives into the fundamentals of value investing. He shares insights on constructing a personal MBA, the concept of 'Base Hit Investing,' and identifies three key sources of stock returns. John critically evaluates Costco's stock, pondering whether it's in a bubble, and details the types of companies he targets for investment. With a keen eye on current market conditions, he discusses his strategy for concentrated positions and the importance of writing out investment theses for clarity.

Guest John Huber discusses topics such as value in small and mid-cap companies, ESG impact on stock valuations, fiber optic cables, downhill skiing, diversification in investing, and successful investment in Japan using borrowed funds. The chapter highlights the importance of valuation, effective capital allocation, and finding undervalued companies.

John Huber, managing partner of Saber Capital Management, discusses his investment philosophy of investing in the best businesses. Topics include value investing strategies, building strong moats, opportunities in large cap stocks, and lessons from trusting in great capital allocators like Warren Buffett.

Investor John Huber shares his investing principles, including capital allocation, revenue growth, and his focus on North American stocks. He discusses why he likes Alphabet and why Floor & Décor is a major position. The chat covers strategic investing inspired by Warren Buffett, company culture's role in Google's success, quick conviction investments, and insights on stock research. It also explores the potential impact of automated vehicles on the stock market and the importance of maintaining a diversified portfolio. Plus, a look at the similarities between running and investing, along with book recommendations.

In this enlightening discussion, guests John Huber, Tobias Carlisle, and Wes Gray share their immense expertise in value investing. Huber highlights the pitfalls of picking the wrong business, while Carlisle offers insights on adapting to evolving market environments. Gray discusses the cyclical nature of markets, emphasizing the importance of risk management and self-awareness in investment strategies. They reflect on personal growth in investing, sharing lessons learned and advice for younger investors on navigating financial landscapes with confidence.